How to successfully implement Lifestyle Financial Planning into your business

Presented by

Neil Parker, CEO of Joslin Rhodes Lifestyle Financial Planning and PlanHappy and Paul Lucas, Strategic & Technical Sales

About this talk

The second of a two part series where Neil Parker, CEO of Joslin Rhodes Lifestyle Financial Planning and PlanHappy, explains how Lifestyle Financial Planning transformed his business and was instrumental in building his IFA firm from £100k turnover to over £4 million and a team of 50. Discover the amazing secrets of his successful mission of helping his clients to answer one of the biggest questions in life; “Do I have enough money and will I always have enough?” In part two we cover: • How to package, present and ultimately deliver your service. • Recognising and overcoming barriers to engagement and objections. • What to charge, when to charge and how to charge.

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Helping our clients meet their investment goals, while also building a more sustainable and secure future for us all. BMO Global Asset Management (EMEA) is part of Columbia Threadneedle Investments, a leading global asset management group.